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Holistic Planning’s Vident International Equity Strategy VIDI Stock Holding History

Holistic Planning’s Portfolio VIDI Stock Details VIDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,187
Closed -$226K – 125
2023
Q4 		$226K Buy
+9,187
New +$226K 0.19% 109